Parthenon LLC’s Marsh MRSH Stock Holding History

Parthenon LLC’s Portfolio MRSH Stock Details MRSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$207K	Hold	1,213	–	–	0.02%	127
2026 Q2	$202K	Sell	1,213 -56	-4%	-$9.36K	0.02%	131
2026 Q1	$220K	Hold	1,269	–	–	0.03%	123
2025 Q4	$235K	Hold	1,269	–	–	0.03%	120
2025 Q3	$256K	Hold	1,269	–	–	0.03%	115
2025 Q2	$277K	Buy	1,269 +56	+5%	+$12.6K	0.03%	112
2025 Q1	$296K	Hold	1,213	–	–	0.04%	109
2024 Q4	$258K	Hold	1,213	–	–	0.03%	117
2024 Q3	$271K	Hold	1,213	–	–	0.03%	112
2024 Q2	$256K	Hold	1,213	–	–	0.03%	111
2024 Q1	$250K	Buy	+1,213	New	+$242K	0.03%	109
2017 Q3	–	Sell	-20,618	Closed	-$1.61M	–	109
2017 Q2	$1.61M	Sell	20,618 -5,200	-20%	-$393K	0.38%	59
2017 Q1	$1.91M	Hold	25,818	–	–	0.45%	55
2016 Q4	$1.74M	Hold	25,818	–	–	0.43%	56
2016 Q3	$1.74M	Hold	25,818	–	–	0.43%	54
2016 Q2	$1.77M	Hold	25,818	–	–	0.44%	51
2016 Q1	$1.57M	Hold	25,818	–	–	0.4%	56
2015 Q4	$1.43M	Hold	25,818	–	–	0.37%	57
2015 Q3	$1.35M	Hold	25,818	–	–	0.38%	57
2015 Q2	$1.46M	Hold	25,818	–	–	0.39%	56
2015 Q1	$1.45M	Hold	25,818	–	–	0.38%	56
2014 Q4	$1.48M	Hold	25,818	–	–	0.41%	54
2014 Q3	$1.35M	Hold	25,818	–	–	0.39%	54
2014 Q2	$1.34M	Hold	25,818	–	–	0.4%	55
2014 Q1	$1.27M	Hold	25,818	–	–	0.38%	55
2013 Q4	$1.25M	Hold	25,818	–	–	0.38%	54
2013 Q3	$1.12M	Hold	25,818	–	–	0.37%	53
2013 Q2	$1.03M	Buy	+25,818	New	+$1.01M	0.35%	54

Other funds holding MRSH

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Parthenon LLC's MRSH Position: Q3 2026 in Review

Parthenon LLC held its Marsh (MRSH) position steady in Q3 2026 at 1,213 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #127.

Parthenon LLC first reported a position in MRSH in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.91M in Q1 2017. 567 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

Parthenon LLC held 1,213 shares of Marsh worth $207K as of Q3 2026.
Parthenon LLC left its Marsh share count unchanged in Q3 2026.
Marsh made up 0.02% of Parthenon LLC's portfolio in Q3 2026, its #127 holding.
Parthenon LLC first reported a position in Marsh in Q2 2013 and has held it in 28 quarters since.
Parthenon LLC's Marsh position peaked at $1.91M in Q1 2017.
567 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Parthenon LLC's 13F filing for Q3 2026, filed 22 Oct 2026.